Last Updated: February 19, 2021

Steer allows you to be as granular as you want to be when when defining what users can and cannot do on the system. Whether you are a small department or an enterprise, Steer lets you be flexible with access while ensuring that your controls are securely in place.

This article shows you the different access types that showcases the different kinds of roles and activities that your users can do.

The different access types in Steer are:

1. Regular User

This is the most basic user access that anyone gets when their license is activated by the admin. Users with this kind of access can create ticket requests, and work on any ticket assigned to them. They can also view process boards, if they were granted access by the Editor of the process.

2. Editor

An editor is someone that creates the form, design the process and reports, and set permissions for the whole workflow and record ap. A process person deciding how to optimize a process would be an example of an Editor.

3. Admin

The admin is the user that manages the subscription of the whole organization, and has the overall access to all of Steer's features. They also add users and assign them their appropriate access according to the users' business function.

4. External Users

External Users are people outside the business/organization who can connect to the system, even if they don't have a Steer account. However, they still need to register their business accounts on Steer to give them an access.

5. Anonymous Users

Anonymous user is a type of access under external user. Unlike the external users, anonymous users can submit a ticket even without registering their business accounts on Steer, as long as they have the link of the form where they are going to file a request.

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